Reports - Memo Field - Filter

I know a way how we can filter memo fields on your reports, TEBlack. Let me help you in getting things sorted out.

In QuickBooks Desktop, we're able to customize and filter these memo fields generally on your reports. Adding specific data will help you ensure you've reviewed the transaction associated with it. To do that:

1. Open your QuickBooks Desktop company.
2. Click Reports from the menu bar and choose the specific report you want to review.
3. Edit its Date and other information. Then, click Customize Report.
4. On the Modify report window, select the Filters tab and enter Memo.
5. Under the Memo description box, enter Personal - Pest or Personal.
6. Once done, select OK.

I've also added screenshots for reference.

Moreover, I'm sharing this reference to guide you on how to add specific details and data when running reports: Customize reports in QuickBooks Desktop.

Keep us posted in the comments below if you require additional assistance running reports in QuickBooks Desktop. We're always here to help you anytime. Have a good one!

I have tried that and it does not show any transactions.  Maybe the Memo field is not the correct memo field I'm looking at, or maybe I need to do a different report.  See the attached files.

Hi there, @TEBlack. Let me provide other ways to filter to let the Memo field appear on your report in QuickBooks Desktop.

1. Let's open the Profit and loss by detail to view the item. 
2. Next, we can click the customize button and click the Filter section. 
3. Once done, type the Memo from the Search filter.
4. Then type the item memo to let the details show on the report
5. Lastly, press the OK button on your keyboard.

I've also tried setting up the items you mention above, please see the results below:

That's the easiest way to view the details in the Memo field.

Suppose you have to adjust your product's quantity or total value in QBDT to keep your inventory status accurate. In that case, you can visit this link: Adjust your inventory quantity or value in QuickBooks Desktop.

Let me know if you still have other concerns with managing your reports. I'll be around to help. 

I can get the memo field on the report. I want to only display lines that have a value of "personal" or a form of "personal" in the Memo Field.

I appreciate you for getting back with more information, @TEBlack.

My colleague, ChristineJoieR, is correct about using the Filters when running your P&L by Detail report in QuickBooks Desktop (QBDT). That said, you can customize this to see the following you want the application to look like. To do so, you can follow the steps outlined above and ensure that you selected the correct filter in the Filters tab.

To elaborate, here's how:

1. Click the Customize button and tap the Filter tab.
2. In the Choose Filter section, type in the word Memo to include the memo on the report.
3. Under that, enter Personal to only display lines that have the value of the personal form.
4. Then click OK to apply changes.

You can visit this article for more options for customizing your report: Customize reports in QuickBooks Desktop.

Let me know if you have more questions about reports, I'll ensure to get back as soon as I can. Stay safe!